See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,717 | $148,534-59.8% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.32% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,655 | $5,243-68.4% | $4,856-65.9% | $4,751-65.2% |
| Participant deferral / active EE | $6,869 | $8,100-15.2% | $7,758-11.5% | $6,710+2.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |